Filed July 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,213 | $153,311-63.3% | $109,313-48.6% | $273,961-79.5% |
| Participation rate | 94.4% | 80.1%+14.4pp | 71.3%+23.2pp | 83.0%+11.4pp |
| Annual return | 5.25% | 29.86%-24.6pp | 22.07%-16.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,565 | $5,619-54.4% | $3,892-34.1% | $4,869-47.3% |
| Participant deferral / active EE | $4,883 | $3,932+24.2% | $3,166+54.2% | $5,287-7.7% |
| Admin fee / account holder | $7,833 | $8,076-3.0% | $5,666+38.2% | $10,132-22.7% |